Steve Holloway Email and Phone Number
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Advocate Wealth Management, LLC. has been providing clients with direction and advice since 2004. In the journey for financial independence we aim to make a dramatic, positive impact in our clients’ lives. We do this by having a laser like focus on their needs and by maintaining a high level of client contact, education, and ethics in all that we do. We help our clients meet their financial goals through a process that is built upon the foundation of solid financial principles and with solutions that are tailored to their needs. As clients meet with us they experience a level of ethics, competence, service, and commitment to their needs that transcends all of their previous financial encounters.Whether you’re saving for a big event like retirement or just interested in making the most of your investments, we have the comprehensive solutions to help you achieve your goals.As of March 31, 2012 Advocate Wealth Management, LLC. manages approximately $50,466,622 in discretionary assets. Advocate Wealth Management, LLC. is registered with the SEC and is licensed in the state of Washington..
Advocate Wealth Management Llc
View- Website:
- advocatewealth.com
- Employees:
- 1
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FounderAdvocate Wealth Management Llc Nov 2003 - PresentAdvocate Wealth is one of the premier wealth management firms in the nation.We provide clients with institutional quality wealth management services
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Sr. Vice President, Complex Branch Manager, Bellevue And Bellingham Washington.Wachovia Securities, Llc Jan 1998 - Oct 2003Recruited 32 brokers in a three-year period, totaling $ 9, 200,000 in production. Growing what was a small branch to 42 FA’s, producing $11,820,350 in production and opened a satellite branch in Bellingham. Growing my complex into the seventh largest branch in the firm. Member of the Presidents Branch Manager Advisory Counsel.I brought and maintained profitability from the 1st quarter of 98 through 10-03. Bellevue had not been profitable for the previous 7 years. During one of the worst bear markets in history I was able to maintain profitability by cutting costs by $3,500,000 in a 3 year period. Dramatically reduced compliance liability in a branch that had been plagued with compliance problems by aggressively restructuring and enforcing branch compliance. -
Regional / Divisional ManagerGreat Western Bank 1991 - 1997Executive Vice President, Southern California, Division Manager Managed 225 brokers, 150 staff and 6 Regional Managers. Worked directly with the President and Executive and Sr. bank management in developing one of the nations leading bank brokerage operations.Dramatically reduced the number of client complaints by restructuring and enforcing compliance functions, brought profitability back to the Division after several years of losses and increased sales by 42%.Sr. Vice President, Regional Sales Director Los Angeles, Long Beach and San Diego regions. Managed 36 brokers with 12 staff taking each region to the top producing regions nationally.
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Frequently Asked Questions about Steve Holloway
What company does Steve Holloway work for?
Steve Holloway works for Advocate Wealth Management Llc
What is Steve Holloway's role at the current company?
Steve Holloway's current role is Founder at Advocate Wealth Management LLC.
What is Steve Holloway's email address?
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What is Steve Holloway's direct phone number?
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What are some of Steve Holloway's interests?
Steve Holloway has interest in San Diego Regions, Born In 1959, With E, Long Beach, Smith Barney, Hutton.
What skills is Steve Holloway known for?
Steve Holloway has skills like Wealth Management, Wealth, Investments, Retirement Planning, Financial Planning, Asset Management, Portfolio Management, Retirement, Estate Planning, Investment Advisory, Securities, Alternative Investments.
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Steve Holloway
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